Kevin Gately Email & Phone Number

New York, Ny, Us

Consulting firm founded to provide business development leadership to early-stage tech startups.• Accountable for cofounding The Advocate Corner and spearheading strategic development and process automation, building an integrated marketing CRM using HubSpot that encompasses lead generation, sales funnel modeling, marketing automation, social media linkage, SMS, reporting, and analytics. • Consult with three FinTech firms by reviewing product launches and process flows, offering assessments and actionable recommendations. • Responsible for establishing a vital partnership with the founder and CEO of an early-stage videoconferencing platform, leading business development, marketing, and product management teams to successfully create and execute the product launch. • Optimize lead generation and marketing automation processes, enhancing the efficiency of sales funnel management. Key Achievements• Boosted customer satisfaction scores by 34%, 19%, and 12% across three successive software releases by incorporating user feedback into the development process. • Grew user base to 2,000 through strategic partnerships that facilitated robust testing and feedback prior to the official product launch.

San Francisco, California, Us

• Directed the performance of a ten-person strategic product team in an Agile environment to collaborate with internal clients at Wells Fargo, harnessing a new data platform to enhance insights, utilize innovative technologies like machine learning and generative AI, and minimize operational burdens for regulatory compliance. • Integrated previously siloed data to develop comprehensive, unified customer profiles with AI-driven insights, optimizing marketing campaign targeting, and ensuring automatic regulatory oversight in data usage. Key Achievements• Established an organizational operating model and client success strategy, coaching and mentoring 10 team members and 60 across five partner teams, resulting in a customer satisfaction score increase from 27% to 84% and a 345% rise in data usage. • Developed a customer data strategy in close collaboration with the executive head of Marketing and Sales Platforms, creating a vision and roadmap that achieved a 17% increase in click-through rates and a 22% increase in engagement rates, translating to approximately $115 million in additional revenue. • Implemented a data governance model for regulatory controls, establishing a compliance-approved permissions structure that eliminated regulatory compliance checks, reducing the average campaign launch time from six months to three months. • Developed an executive-level briefing platform in Power BI, fostering greater C-level engagement and securing a 50% budget increase; designed the solution and led a team of developers and data analysts to create a dynamic reporting system fed by SharePoint, JIRA, Confluence, and the Wells Fargo data lake. • Supervised a 20-person cross-functional team to revitalize a key project using the new data platform for consumer marketing campaign targeting, expanding the target population by 500,000 (+25%), improving targeting effectiveness by 20%, and cutting campaign time to market by 75% while maintaining all regulatory guardrails.

• Responsible for establishing a vital partnership with the founder and CEO of an early-stage videoconferencing platform, leading business development, marketing, and product management teams to successfully create and execute the product launch. • Optimize lead generation and marketing automation processes, enhancing the efficiency of sales funnel management. Key Achievements• Boosted customer satisfaction scores by 34%, 19%, and 12% across three successive software releases by incorporating user feedback into the development process. • Grew user base to 2,000 through strategic partnerships that facilitated robust testing and feedback prior to the official product launch.

Jersey City, Nj, Us

• Championed innovative strategies as Director of Business Innovation, driving the development of transformative products and partnerships that improved operational efficiency and fueled revenue growth. • Acted as the primary advisor to the executive team, converting market insights and competitive analyses into actionable company strategies. • Identified and leveraged industry white spaces, resulting in groundbreaking product solutions. • Analyzed client feedback and market research to identify new business opporunities, ensuring alignment with emerging industry trends. Key Achievements• Established five new partnerships that integrated cutting-edge technology and expanded client reach, culminating in a $127 million revenue increase. • Facilitated three FinTech partnerships as a key representative, contributing approximately $20 million to overall revenue streams. • Led initiatives that addressed market gaps and generated an estimated $87 million in additional revenue through strategic client engagement and product innovation.

London, Gb

• Orchestrated the delivery of enterprise solutions and operations across multiple business lines, collaborating with executive leadership to refine strategy and product direction. Advocated for team development by mentoring staff and facilitating the advancement of four team members into leadership roles.• Leveraged client feedback and sales insights to drive product innovation, resulting in significant revenue growth. • Originated and monitored key performance indicators to lay the groundwork for strategic budgeting and compensation planning. • Served as a subject matter expert on the industry landscape, advising the CEO on developments and innovations that informed a robust cloud strategy. • Developed and tracked metrics and KPIs to evaluate the success of delivery against business targets, establishing a solid foundation for budgeting and compensation methodologies. • Managed and led the team while fostering talent through mentoring and coaching, championing the transition of four team members into their own leadership roles. • Promoted a culture of self-learning by providing learning opportunities internally and in collaboration with customers. Key Achievements• Headed client engagement initiatives by designing solutions that generated approximately $74 million in additional revenue. • Implemented an operating model for the Traiana Executive Strategy Committee, achieving a 23% increase in year-over-year revenue. • Advanced corporate development by securing two FinTech acquisitions and three partnerships, contributing to a $97 million revenue increase.

New York, New York, Us

Assigned by CTO to lead a team of trusted professionals in providing application support for Foreign Exchange trading, sales, middle office, back office, and prime brokerage technology. Identified and implemented new support model that became the standard for trading floor support. Identified pain points and technical blockers within the trading ecosystem and led the removal.• Established trusted relationships and led a 48% reduction in support issues and 78% decrease in response time, saving an estimated $34m in lost revenue due to position breaks and settlement issues. Worked with internal client base of traders, salespeople, and support staff to become go-to resource for technology needs or issues.• Led design and implementation of new CRM database, developing new customer insights that helped sales teams achieve a 19% increase in revenue YOY. Interfaced closely with sales leaders to ensure positive customer experience and accurate metrics.